Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-818
Closed -$84.2K 1848
2024
Q2
$84.2K Buy
818
+218
+36% +$22.4K 0.01% 1128
2024
Q1
$74.3K Sell
600
-382
-39% -$47.3K 0.01% 1164
2023
Q4
$95.9K Sell
982
-80
-8% -$7.81K 0.02% 1000
2023
Q3
$90.3K Sell
1,062
-466
-30% -$39.6K 0.02% 924
2023
Q2
$128K Sell
1,528
-1,403
-48% -$117K 0.04% 667
2023
Q1
$215K Buy
+2,931
New +$215K 0.07% 293
2022
Q3
Sell
-809
Closed -$44K 1832
2022
Q2
$44K Buy
+809
New +$44K 0.03% 1018